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Autodesk
ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
651
Symmetry Partners
Connecticut
$630K – – –
HA
652
HYA Advisors
Missouri
$628K +$695K +2,272 New
RWA
653
Ropes Wealth Advisors
Massachusetts
$625K +$45K +147 +7%
OFS
654
Orrstown Financial Services
Pennsylvania
$619K -$7.04K -23 -1%
FIM
655
Freedom Investment Management
Connecticut
$617K -$444K -1,451 -40%
JC
656
Jacobs & Co
California
$614K -$11K -36 -2%
UB
657
UMB Bank
Missouri
$609K -$8.26K -27 -1%
TAM
658
Trust Asset Management
Texas
$609K +$43.8K +143 +7%
SIM
659
Sentry Investment Management
Wisconsin
$605K +$609K +1,988 +1,484%
WP
660
Waycross Partners
Kentucky
$599K -$429K -1,400 -40%
NL
661
Navalign LLC
California
$589K +$306 +1 +0%
VWM
662
Venturi Wealth Management
Texas
$583K -$144K -472 -19%
CF
663
Copperwynd Financial
Arizona
$582K +$73.2K +239 +13%
BCA
664
Berman Capital Advisors
Georgia
$580K +$274K +896 +78%
PP
665
Patten & Patten
Tennessee
$579K -$26K -85 -4%
CPIG
666
Chicago Partners Investment Group
Illinois
$571K +$80.5K +263 +18%
HI
667
Horizon Investments
North Carolina
$567K +$312K +1,020 +105%
MIP
668
Marietta Investment Partners
Wisconsin
$558K – – –
KMWM
669
Keudell/Morrison Wealth Management
Oregon
$557K +$10.7K +35 +2%
GWM
670
Geneos Wealth Management
Colorado
$556K +$145K +475 +32%
NA
671
NewEdge Advisors
Louisiana
$543K +$161K +527 +38%
WA
672
Wealth Alliance
New York
$537K +$240K +783 +71%
IWM
673
IHT Wealth Management
Illinois
$530K -$127K -416 -18%
CBT
674
Central Bank & Trust
Kentucky
$529K – – –
IA
675
IFG Advisory
Georgia
$527K – – –
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